CWS Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Sell |
1,982
-68
| -3% | -$33K | 0.28% | 45 |
|
|
2025
Q1 | $1.09M | Buy |
2,050
+119
| +6% | +$63.4K | 0.34% | 41 |
|
|
2024
Q4 | $875K | Buy |
1,931
+112
| +6% | +$50.8K | 0.28% | 42 |
|
|
2024
Q3 | $837K | Sell |
1,819
-19
| -1% | -$8.75K | 0.3% | 39 |
|
|
2024
Q2 | $748K | Buy |
1,838
+173
| +10% | +$70.4K | 0.29% | 38 |
|
|
2024
Q1 | $700K | Sell |
1,665
-846
| -34% | -$356K | 0.29% | 35 |
|
|
2023
Q4 | $896K | Sell |
2,511
-200
| -7% | -$71.3K | 0.34% | 43 |
|
|
2023
Q3 | $950K | Hold |
2,711
| – | – | 0.38% | 43 |
|
|
2023
Q2 | $924K | Sell |
2,711
-86
| -3% | -$29.3K | 0.35% | 47 |
|
|
2023
Q1 | $864K | Buy |
2,797
+5
| +0.2% | +$1.54K | 0.34% | 44 |
|
|
2022
Q4 | $713K | Sell |
2,792
-44
| -2% | -$11.2K | 0.31% | 59 |
|
|
2022
Q3 | $757K | Hold |
2,836
| – | – | 0.36% | 51 |
|
|
2022
Q2 | $774K | Hold |
2,836
| – | – | 0.35% | 51 |
|
|
2022
Q1 | $1M | Sell |
2,836
-50
| -2% | -$17.6K | 0.38% | 39 |
|
|
2021
Q4 | $863K | Buy |
+2,886
| New | +$863K | 0.3% | 59 |
|
|
2021
Q2 | $776K | Hold |
2,792
| – | – | 0.31% | 55 |
|
|
2021
Q1 | $713K | Buy |
2,792
+750
| +37% | +$192K | 0.31% | 59 |
|
|
2020
Q4 | $473K | Hold |
2,042
| – | – | 0.28% | 68 |
|
|
2020
Q3 | $435K | Hold |
2,042
| – | – | 0.29% | 70 |
|
|
2020
Q2 | $365K | Buy |
2,042
+826
| +68% | +$148K | 0.26% | 79 |
|
|
2020
Q1 | $275K | Hold |
1,216
| – | – | 0.2% | 92 |
|
|
2019
Q4 | $275K | Buy |
+1,216
| New | +$275K | 0.2% | 93 |
|